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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,112 | $103,008-48.4% | $90,304-41.2% | $152,897-65.3% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.5%+12.8pp |
| Annual return | 26.11% | 95.22%-69.1pp | 78.13%-52.0pp | 345.43%-319.3pp |
| Employer contribution / active EE | $5,557 | $3,139+77.0% | $2,855+94.6% | $4,764+16.7% |
| Participant deferral / active EE | $7,840 | $4,281+83.1% | $3,885+101.8% | $5,851+34.0% |
| Admin fee / account holder | $3,954 | $6,175-36.0% | $5,354-26.1% | $11,599-65.9% |